upsider-setup

The setup process walks you through an interactive interview to gather user information and expense patterns, generates a customized user_profile.yaml configuration file, and automatically installs Node.js and Playwright dependencies required for the expense management skill.

During UPSIDER expense onboarding, the setup generates a user_profile.yaml file containing your expense patterns and customizes the SKILL.md reference rules to match your specific expense tracking requirements.

No, you do not need to pre-install Node.js and Playwright. The setup process handles the technical setup automatically, installing all required dependencies as part of the initial configuration workflow.

Yes, you can customize expense rules when setting up a new employee. The setup collects user-specific information and expense patterns through interactive questions, then applies those rules to the generated configuration files for immediate expense tracking.

The automated deployment includes installing the upsider skill, running interactive user profiling interviews, generating user_profile.yaml and customized SKILL.md files, and setting up Node.js and Playwright technical dependencies.

The setup requires Bash, Read, Edit, Write, and Glob dependencies to function properly. It is specifically designed for initial UPSIDER configuration and may not handle ongoing expense management modifications without re-running the setup process.